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Are Portfolio Rebalancing Services Beneficial? Part 1

August 29, 2024 by Nick

You may have heard of a highly promoted investment strategy known as rebalancing. While rebalancing investment services provide potential benefits, are they worth the costs? In this post, we will delve into what portfolio rebalancing entails and explore some advantages and potential drawbacks to this investment approach. Portfolio rebalancing seeks to manage the risk of [...]

Filed Under: Uncategorized

Assumptions in Retirement

July 16, 2024 by Robert Seal

Retired couple looking at documentWe often make assumptions daily, such as “the grass is always greener on the other side” or “if you ignore a problem, it will go away.” We know the grass isn’t always greener on the other side and that ignoring a problem won’t make it disappear. There are also common financial assumptions you might be [...]

Filed Under: Health Care, Investment Management, Retirement, Risk Management, Social Security, Uncategorized, Wealth Management

Cash Reserve in Retirement

February 22, 2024 by Robert Seal

Cash reserves in retirementDo you keep a spare tire in your car? You hope you will never have to use it, but it is good to know it is there in case you have an emergency with a flat tire. The same can be said of a cash reserve in retirement – you would rather not dip into [...]

Filed Under: Financial Markets, Investment Management, Markets, Retirement, Risk Management, Uncategorized, Wealth Management

Long Term Investment Truths Part 1

October 25, 2023 by Robert Seal

long-term investmentsWe believe a long-term investment philosophy is key to creating and preserving wealth. While many investors claim to be “long-term” oriented, many of these self-proclaimed long-term investors act as anything but when things get tough. After all, it’s human nature to doubt ourselves; especially when things don’t go as smoothly as anticipated. Endless warnings from [...]

Filed Under: Investing, Investment Management, Market Forecasts, Markets, Portfolio Management, Risk Management, S&P 500, Securities, Stocks, Uncategorized, Wealth Management Tagged With: long-term investing

Starting a Roth IRA for a Child or Grandchild

August 21, 2018 by Nick Leave a Comment

Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You could help your child or grandchild save for future goals by assisting them to create and fund a Roth IRA. So many people wish they had begun saving for retirement […]

Filed Under: Estate Planning, Inherited IRA, Investing, IRA, Retirement, Roth IRA, Uncategorized, Wealth Management

Bundle Up? Not When It Comes To Financial Services

June 3, 2016 by Matthew Goff Leave a Comment

cpa-financial-advisor-services-houston

For many people subscribing to satellite services or cable television over the last couple of decades, the business model has been “bundling services” like television, Internet and phone together for a single rate. However, in this system, many customers are paying for TV channels that they never watch or for a landline that they rarely use. With the increased popularity of “cutting the cord” to cable and satellite TV in order to watch TV series and films on Over-The-Top (OTT) content devices, there have been calls, even from Washington, for a “pay for what you watch” or “a la carte” approach.  Continue Reading …

Filed Under: 401k, 401k Plans, Annuities, Bonds, Debt Management, Fiduciary, Financial Advisor, Investing, Investment Management, Mutual Funds, Portfolio Management, Registered Investment Advisor, Retirement, RIA, Stock Broker, Stocks, Taxes, Uncategorized, Wealth Management Tagged With: CFP, choosing experts, CPA, estate planning, financial planning, financial services, investment advisor

The Ostrich Generation

June 2, 2015 by Matthew Goff Leave a Comment

Ostrich-Spending-The-Goff-Financial-Group

The Wall Street Journal recently published a terrific article that I thought I should pass along to you in case you missed it: “Don’t Join the Ostrich Generation“. It highlights some disturbing financial trends, and then discusses ways for you to protect yourself. First, some troubling facts: Many Americans are avoiding planning for the future. […]

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